3326666
turbotax icon
cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Close icon
Do you have a TurboTax Online account?

We'll help you get started or pick up where you left off.

doubleAA
New Member

Turbotax automatically reverts the state part year resident income allocation back to the what is on the W-2

Turbotax is automatically reverting back to the full federal wages amount for part year NC source income even though I changed it on the state wages allocation page.  I moved to NC mid 2023 and most of my income is due to work in another state (working remotely), so the total wages shouldn't be taxed in NC.  But the software doesn't retain this wage allocation so in order to submit my taxes, I will be paying NC state taxes for wages not earned in NC.  How do I get the correct wage allocation to stay?

x
Do you have an Intuit account?

Do you have an Intuit account?

You'll need to sign in or create an account to connect with an expert.

2 Replies

Turbotax automatically reverts the state part year resident income allocation back to the what is on the W-2

I have the same issue. During 2024 I moved from Virginia to North Carolina. I correctly reported my wages, interest and dividends and capital gains earned while a resident; however on my North Carolina return the total interest and dividends and capital gains is shown as attributable to North Carolina. The part year allocation appears to be correctly stated on my Virginia return. why is Turbo tax not using my input to correctly attribute income on Column B of Form D-400 Sch PN?

LenaH
Employee Tax Expert

Turbotax automatically reverts the state part year resident income allocation back to the what is on the W-2

I would like to take a deeper look at this. However, I need a diagnostic file which is a copy of your tax return that has all of your personal information removed. You can send one to us by following the directions below:

 

TurboTax Online:

  1. Sign into your online account.
  2. Locate the Tax Tools on the left-hand side of the screen.
  3. A drop-down will appear. Select Tools
  4. On the pop-up screen, click on “Share my file with agent.”
  5. This will generate a message that a diagnostic file gets sanitized and transmitted to us.
  6. Please provide the Token Number that was generated in the response.

TurboTax Desktop/Download Versions:

  1. Open your return.
  2. Click the Online tab in the black bar across the top of TurboTax and select “Send Tax File to Agent” *
  3. This will generate a message that a diagnostic copy will be created.  Click on OK and the tax file will be sanitized and transmitted to us.
  4. Please provide the Token Number (including the dash) that was generated in the response.

*(If using a MAC, go to the menu at the top of the screen, select Help, then, “Send Tax File to Agent”)


 @user17520027955 

@doubleAA 

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"

Unlock tailored help options in your account.

message box icon

Get more help

Ask questions and learn more about your taxes and finances.

Post your Question